Unisplendour: Core Domestic Cloud Supplier

English summary

### Unisplendour: Core Domestic Cloud Supplier Time: 2026-07-30 21:59:38 Content: In the fourth fiscal quarter ending June 30, 2026 (the 'fourth fiscal quarter'), Microsoft achieved revenue of $90.01 billion, a year-over-year increase of 18%, higher than analysts' expectations of $87.72 billion; adjusted earnings per share (EPS) increased 23% year-over-year to $4.74, higher than analysts' expectations of $4.25; operating profit increased 18% to $40.6 billion, higher than market expectations of $39.02 billion. The cloud business that the market is most concerned about also performed very well. In the fourth fiscal quarter, Microsoft's overall cloud revenue increased 27% year-over-year to $59.3 billion, beating market expectations. Among them, Azure and other cloud services revenue increased 43% year-over-year, higher than the market expectation of 39.6%; the intelligent cloud segment contributed revenue of $39.31 billion, an increase of about 32% year-over-year, also higher than market expectations. This segment includes Azure, server products, and enterprise services, and is the most direct window for Microsoft's AI infrastructure monetization. …